CIK: 0001352342
申报总市值
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仅显示前 200 大持股（共 538 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 6.31% | — | +24.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.98% | — | -17.82% | |
| 3 | GPN | Global Payments INC | 股票-工业 | 2.77% | — | +79.59% | |
| 4 | A | Agilent Technologies INC | 股票-医疗保健 | 2.39% | — | +8.58% | |
| 5 | DHR | Danaher CORP | 股票-医疗保健 | 2.12% | — | +58.51% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.97% | — | +54.88% | |
| 7 | CSGP | Costar Group INC | 股票-房地产 | 1.85% | — | -5.10% | |
| 8 | INTU | Intuit INC | 股票-科技 | 1.84% | — | +1.01% | |
| 9 | AMH | American Homes 4 Rent- A | 股票-房地产 | 1.77% | — | -6.58% | |
| 10 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.67% | — | +19.26% | |
| 11 | DHI | Dr Horton INC | 股票-周期性消费 | 1.63% | — | +0.27% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.62% | — | +6.96% | |
| 13 | SPGI | S&p Global INC | 股票-金融 | 1.60% | — | +0.51% | |
| 14 | TYL | Tyler Technologies INC | 股票-科技 | 1.59% | — | +1.39% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.59% | — | +1.23% | |
| 16 | SUI | Sun Communities INC | 股票-房地产 | 1.54% | — | -6.34% | |
| 17 | PAYC | Paycom Software INC | 股票-科技 | 1.52% | — | +0.47% | |
| 18 | WCN | Waste Connections INC | 股票-工业 | 1.48% | — | +2.69% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.47% | — | +8.54% | |
| 20 | FDS | Factset Research Systems INC | 股票-金融 | 1.45% | — | +0.20% | |
| 21 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.42% | — | +18.78% | |
| 22 | ICE | Intercontinental Exchange In | 股票-金融 | 1.42% | — | +1.16% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.36% | — | +9.57% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | — | +1590.14% | |
| 25 | POOL | Pool CORP | 股票-工业 | 1.35% | — | +1.88% | |
| 26 | IEX | Idex CORP | 股票-工业 | 1.35% | — | +0.48% | |
| 27 | APPF | Appfolio INC - A | 股票-科技 | 1.32% | — | +20.27% | |
| 28 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.32% | — | +65.75% | |
| 29 | CMS | Cms Energy CORP | 股票-公用事业 | 1.31% | — | +21.50% | |
| 30 | INVH | Invitation Homes INC | 股票-房地产 | 1.25% | — | +0.01% | |
| 31 | AKX | Ansys INC | 股票-其他 | 1.24% | — | +1.00% | |
| 32 | CME | Cme Group INC | 股票-金融 | 1.23% | — | +36.57% | |
| 33 | VRSN | Verisign INC | 股票-科技 | 1.23% | — | -14.76% | |
| 34 | AVB | Avalonbay Communities INC | 股票-房地产 | 1.19% | — | +135.72% | |
| 35 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.17% | — | +17.26% | |
| 36 | PPLI | People INC | 股票-通信服务 | 1.14% | — | -4.25% | |
| 37 | MCO | Moody's CORP | 股票-金融 | 1.10% | — | -1.58% | |
| 38 | PODD | Insulet CORP | 股票-医疗保健 | 1.09% | — | -38.72% | |
| 39 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.07% | — | +0.42% | |
| 40 | PCOR | Procore Technologies INC | 股票-科技 | 1.07% | — | -17.36% | |
| 41 | XEL | Xcel Energy INC | 股票-公用事业 | 1.06% | — | -0.07% | |
| 42 | RVTY | Revvity INC | 股票-医疗保健 | 1.05% | — | +31.89% | |
| 43 | T86 | Tri Pointe Homes INC | 股票-其他 | 1.04% | — | +1230.99% | |
| 44 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.04% | — | +9.88% | |
| 45 | DAY | Dayforce INC | 股票-其他 | 1.01% | — | +11.98% | |
| 46 | COUPEUR | Coupa Software INC | 股票-其他 | 0.99% | — | -12.48% | |
| 47 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.99% | — | -21.90% | |
| 48 | EQR | Equity Residential | 股票-房地产 | 0.99% | — | +44.58% | |
| 49 | MEDP | Medpace Holdings INC | 股票-医疗保健 | 0.98% | — | +0.17% | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.97% | — | -8.37% |